Meet the Team 

Blue Rose Capital Advisors is managed by independent advisory professionals with more than 170 years of combined experience in public finance, with a particular focus on higher education institutions. We commit a minimum of two members of our team to every client, to provide consistent and accessible service. 

Leadership Team 

B.J. "Johan" Rosenberg 
Chairman and General Partner Tril Fund LLP
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Erik Kelly
President 
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Ann Bolin 
Director of Accounting & Administration 

Team Members 

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Brandon H. Lippold 
Assistant Vice President
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James M. McNulty
Managing Director
Diane Miller 
Business Assistant
Megan Roth 
Marketing Generalist
Emily K. Stolp
Vice President & Chief Compliance Officer  
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Scott A. Talcott
Senior Vice President 
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Maxwell S. Wilkinson
Assistant Vice President
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Registrations 
Blue Rose Capital Advisors is an independent financial advisory firm that does not engage in underwriting activities. We are registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor. Because we have not engaged in underwriting activities in our history, we generally qualify as an Independent Registered Municipal Advisor (IRMA).